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Credential Securities’s Chubb CB Stock Holding History

Credential Securities’s Portfolio CB Stock Details CB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-2,986
Closed -$408K – 246
2018
Q1 		$408K Sell
2,986
-32
-1% -$4.63K 0.1% 129
2017
Q4 		$441K Sell
3,018
-11
-0.4% -$1.64K 0.11% 130
2017
Q3 		$432K Buy
3,029
+50
+2% +$7.24K 0.12% 131
2017
Q2 		$432K Sell
2,979
-24
-0.8% -$3.38K 0.13% 127
2017
Q1 		$409K Buy
3,003
+13
+0.4% +$1.75K 0.14% 130
2016
Q4 		$395K Buy
+2,990
New +$381K 0.16% 127

Other funds holding CB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Credential Securities's CB Position: Q2 2018 in Review

Credential Securities sold out of Chubb (CB) in Q2 2018, closing a stake of 2,986 shares — an estimated $408K sold.

Credential Securities first reported a position in CB in Q4 2016 and held it in 6 quarters. The position peaked at $441K in Q4 2017. 1,053 funds tracked by Wall St. Rank hold CB as of Q2 2018.

  • Credential Securities reported no remaining Chubb position as of Q2 2018 after selling out during the quarter.
  • Credential Securities sold 2,986 Chubb shares in Q2 2018, an estimated $408K.
  • Credential Securities first reported a position in Chubb in Q4 2016 and held it in 6 quarters.
  • Credential Securities's Chubb position peaked at $441K in Q4 2017.
  • 1,053 funds tracked by Wall St. Rank held Chubb as of Q2 2018.

Based on Credential Securities's 13F filing for Q2 2018, filed 21 Jul 2025.